Overview
Basic Stats
The Factor Analysis chart (below right) shows a view of The Carlyle Group Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
Market Cap | |
EV | |
Shares Out. | 353.52 MM |
Earnings Date | |
EPS (TTM) | |
Dividend Yield | |
Ex-Dividend Date | 2025-08-18 |
Borrow Rate | |
Short Shares Avail. | |
Short Interest | |
Short Float | |
Days to Cover | |
Risk Free Rate | 4.22 % |
Price Change (1 yr) | |
Volatility (1 yr) | |
Beta | |
Sharpe Ratio (1 yr) | |
Sortino Ratio (1 yr) |
PE Ratio | |
Price/Book | |
Price/TBV | |
Book/Market | |
EBIT/EV | |
EBIT(3yr avg)/EV | |
ROA | |
ROE | 0.00 |
ROIC | |
CROIC | |
OCROIC | |
Implied Volatility | |
Put/Call OI Ratio |
Growth | |
Profitability | |
Quality Score | |
Value Score | |
Momentum Score | |
Stability (Low Vol) Score | |
Analyst Sentiment | |
Fund Sentiment | |
Insider Sentiment | |
Officer Sentiment | |
Dividend Score | |
QVM Score | |
Piotroski F-SCORE | 0.00 /9 |
Price Target
The average one-year price target for The Carlyle Group Inc. is MX$786.73. The forecasts range from a low of MX$524.52 to a high of MX$1,203.39. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Record Date | Projection Date | High | Low | Median | Average |
---|---|---|---|---|---|
2023-04-03 | 2024-04-03 | 1,203.39 | 524.52 | 776.30 | 786.73 |
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for The Carlyle Group Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
Date | Analyst | Prior | Latest Recommendation |
Action |
---|---|---|---|---|
2024-07-10 | UBS | Neutral | Neutral | Maintains |
2024-07-08 | TD Cowen | Hold | Hold | Maintains |
2024-05-09 | Jefferies | Hold | Hold | Maintains |
2024-05-02 | Goldman Sachs | Buy | Buy | Maintains |
2024-05-02 | TD Cowen | Hold | Hold | Maintains |
2024-05-02 | Barclays | Overweight | Overweight | Maintains |
2024-05-02 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Reiterate |
2024-05-02 | Oppenheimer | Outperform | Outperform | Maintains |
2024-04-12 | UBS | Neutral | Neutral | Maintains |
2024-04-08 | Barclays | Overweight | Overweight | Maintains |
2024-03-11 | TD Cowen | Market Perform | Market Perform | Maintains |
2024-02-23 | Barclays | Overweight | Overweight | Maintains |
2024-02-08 | JP Morgan | Overweight | Overweight | Maintains |
2024-02-08 | Barclays | Overweight | Overweight | Maintains |
2024-02-08 | Citigroup | Neutral | Neutral | Maintains |
2024-02-08 | JMP Securities | Market Outperform | Market Outperform | Maintains |
2024-01-24 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
2024-01-19 | Citigroup | Buy | Neutral | Downgrade |
2024-01-11 | JP Morgan | Overweight | Overweight | Maintains |
2024-01-04 | TD Cowen | Market Perform | Initiate | |
2023-11-29 | Evercore ISI Group | Outperform | In-Line | Downgrade |
2023-11-08 | JP Morgan | Overweight | Overweight | Maintains |
2023-10-18 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
2023-10-11 | Deutsche Bank | Buy | Buy | Maintains |
2023-10-10 | Barclays | Overweight | Overweight | Maintains |
2023-10-09 | Oppenheimer | Outperform | Outperform | Maintains |
2023-08-17 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
2023-08-03 | Piper Sandler | Overweight | Overweight | Maintains |
2023-08-03 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
2023-08-03 | Barclays | Overweight | Overweight | Maintains |
2023-08-03 | Oppenheimer | Outperform | Outperform | Maintains |
2023-07-19 | UBS | Neutral | Neutral | Maintains |
2023-07-18 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
2023-07-13 | Barclays | Overweight | Overweight | Maintains |
2023-07-10 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
2023-05-26 | JMP Securities | Market Outperform | Maintains | |
2023-05-19 | Citigroup | Buy | Initiate | |
2023-05-18 | Piper Sandler | Overweight | Overweight | Maintains |
2023-05-08 | UBS | Neutral | Maintains | |
2023-05-08 | Morgan Stanley | Equal-Weight | Maintains | |
2023-05-05 | Deutsche Bank | Buy | Maintains | |
2023-05-05 | Keefe, Bruyette & Woods | Market Perform | Maintains | |
2023-05-05 | Credit Suisse | Outperform | Maintains | |
2023-05-05 | JMP Securities | Outperform | Maintains | |
2023-04-19 | Morgan Stanley | Equal-Weight | Maintains | |
2023-04-18 | Keefe, Bruyette & Woods | Market Perform | Maintains | |
2023-04-13 | Oppenheimer | Outperform | Maintains | |
2023-04-05 | B of A Securities | Underperform | Maintains | |
2023-04-04 | Piper Sandler | Overweight | Maintains | |
2023-03-13 | JMP Securities | Market Outperform | Reiterate | |
2023-03-02 | Barclays | Overweight | Initiate | |
2023-02-09 | Goldman Sachs | Buy | Maintains | |
2023-02-08 | Piper Sandler | Overweight | Maintains | |
2023-01-25 | Oppenheimer | Outperform | Maintains | |
2023-01-24 | Morgan Stanley | Equal-Weight | Maintains | |
2023-01-03 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
2022-11-15 | Deutsche Bank | Buy | Maintains | |
2022-11-15 | UBS | Neutral | Maintains | |
2022-11-14 | Morgan Stanley | Equal-Weight | Maintains | |
2022-11-10 | BMO Capital | Outperform | Maintains | |
2022-11-09 | Goldman Sachs | Buy | Maintains | |
2022-11-09 | Credit Suisse | Outperform | Maintains | |
2022-11-09 | JMP Securities | Market Outperform | Maintains | |
2022-10-19 | Morgan Stanley | Equal-Weight | Maintains | |
2022-10-19 | Credit Suisse | Outperform | Initiate | |
2022-10-18 | JP Morgan | Overweight | Maintains | |
2022-10-12 | Deutsche Bank | Buy | Maintains | |
2022-10-11 | JMP Securities | Market Outperform | Maintains | |
2022-10-03 | Goldman Sachs | Buy | Maintains | |
2022-09-06 | B of A Securities | Buy | Underperform | Downgrade |
2022-08-09 | Jefferies | Buy | Hold | Downgrade |
2022-08-02 | Morgan Stanley | Equal-Weight | Maintains | |
2022-08-01 | UBS | Neutral | Maintains | |
2022-07-29 | Evercore ISI Group | In-Line | Outperform | Upgrade |
2022-07-19 | Morgan Stanley | Equal-Weight | Maintains | |
2022-07-13 | Deutsche Bank | Buy | Maintains | |
2022-06-29 | Goldman Sachs | Buy | Maintains | |
2022-06-08 | JMP Securities | Market Outperform | Initiate | |
2022-05-19 | Deutsche Bank | Buy | Maintains | |
2022-05-02 | Morgan Stanley | Equal-Weight | Maintains | |
2022-04-29 | BMO Capital | Outperform | Maintains | |
2022-04-20 | Morgan Stanley | Equal-Weight | Maintains | |
2022-04-07 | Deutsche Bank | Buy | Maintains | |
2022-04-01 | BMO Capital | Outperform | Maintains | |
2022-01-18 | Raymond James | Market Perform | Maintains | |
2022-01-04 | Scotiabank | Sector Perform | Sector Outperform | Upgrade |
2021-10-29 | Oppenheimer | Outperform | Maintains | |
2021-10-15 | Morgan Stanley | Equal-Weight | Maintains | |
2021-09-13 | BMO Capital | Market Perform | Outperform | Upgrade |
2021-08-11 | Deutsche Bank | Hold | Buy | Upgrade |
2021-07-20 | Morgan Stanley | Equal-Weight | Maintains | |
2021-05-04 | Morgan Stanley | Equal-Weight | Maintains | |
2021-04-16 | Morgan Stanley | Equal-Weight | Maintains | |
2021-02-25 | Morgan Stanley | Equal-Weight | Maintains | |
2021-02-19 | Credit Suisse | Neutral | Outperform | Upgrade |
2021-02-05 | Credit Suisse | Neutral | Maintains | |
2021-01-26 | Morgan Stanley | Equal-Weight | Maintains | |
2021-01-19 | Keefe, Bruyette & Woods | Market Perform | Outperform | Upgrade |
2020-11-03 | Credit Suisse | Neutral | Maintains | |
2020-11-02 | Morgan Stanley | Equal-Weight | Maintains | |
2020-10-20 | Morgan Stanley | Equal-Weight | Maintains | |
2020-10-13 | Citigroup | Neutral | Buy | Upgrade |
2020-08-03 | Morgan Stanley | Equal-Weight | Maintains | |
2020-07-31 | Keefe, Bruyette & Woods | Market Perform | Maintains | |
2020-07-14 | Morgan Stanley | Equal-Weight | Maintains | |
2020-07-13 | Oppenheimer | Outperform | Maintains | |
2020-07-10 | B of A Securities | Underperform | Maintains | |
2020-05-15 | Deutsche Bank | Hold | Maintains | |
2020-05-04 | Morgan Stanley | Equal-Weight | Maintains | |
2020-05-01 | CFRA | Hold | Maintains | |
2020-05-01 | Credit Suisse | Neutral | Maintains | |
2020-05-01 | Oppenheimer | Outperform | Maintains | |
2020-04-17 | Morgan Stanley | Equal-Weight | Maintains | |
2020-04-15 | Citigroup | Neutral | Buy | Upgrade |
2020-04-09 | Deutsche Bank | Hold | Maintains | |
2020-03-23 | B of A Securities | Neutral | Underperform | Downgrade |
2020-03-18 | Deutsche Bank | Hold | Maintains | |
2020-03-13 | Morgan Stanley | Equal-Weight | Maintains | |
2020-02-06 | Deutsche Bank | Hold | Maintains | |
2020-02-06 | JP Morgan | Overweight | Maintains | |
2020-02-06 | Credit Suisse | Neutral | Maintains | |
2020-02-06 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
2020-01-28 | UBS | Neutral | Maintains | |
2019-12-19 | Deutsche Bank | Hold | Maintains | |
2019-12-12 | UBS | Buy | Neutral | Downgrade |
2019-12-04 | Credit Suisse | Neutral | Maintains | |
2019-11-04 | UBS | Buy | Maintains | |
2019-10-08 | BMO Capital | Market Perform | Initiate | |
2019-08-05 | Barclays | Equal-Weight | Initiate | |
2019-05-21 | Credit Suisse | Outperform | Neutral | Downgrade |
2019-03-29 | Bank of America | Buy | Neutral | Downgrade |
2019-01-04 | Goldman Sachs | Neutral | Buy | Upgrade |
2018-11-16 | Deutsche Bank | Hold | Hold | Maintains |
2018-11-14 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
2018-11-02 | JP Morgan | Overweight | Overweight | Maintains |
2018-10-18 | Canaccord Genuity | Hold | Buy | Upgrade |
2018-10-11 | Deutsche Bank | Hold | Hold | Maintains |
2018-08-14 | Morgan Stanley | Overweight | Overweight | Maintains |
2018-08-08 | Citigroup | Buy | Buy | Maintains |
2018-08-02 | Citigroup | Buy | Buy | Maintains |
2018-07-18 | Oppenheimer | Outperform | Outperform | Maintains |
2018-07-12 | Morgan Stanley | Overweight | Overweight | Maintains |
2018-05-02 | Citigroup | Buy | Buy | Maintains |
2018-04-10 | Morgan Stanley | Overweight | Overweight | Maintains |
2018-04-06 | Deutsche Bank | Hold | Hold | Maintains |
2018-03-13 | Bank of America | Buy | Buy | Maintains |
2018-03-01 | Morgan Stanley | Overweight | Overweight | Maintains |
2018-02-14 | Jefferies | Hold | Buy | Upgrade |
2018-02-08 | Credit Suisse | Outperform | Outperform | Maintains |
2017-11-02 | Credit Suisse | Outperform | Maintains | |
2017-11-01 | JP Morgan | Overweight | Maintains | |
2017-10-10 | Citigroup | Neutral | Sell | Downgrade |
2017-10-05 | Morgan Stanley | Overweight | Maintains | |
2017-08-15 | Citigroup | Neutral | Maintains | |
2017-08-08 | Morgan Stanley | Overweight | Maintains | |
2017-08-03 | Deutsche Bank | Hold | Maintains | |
2017-07-14 | Oppenheimer | Outperform | Maintains | |
2017-06-08 | Bank of America | Neutral | Buy | Upgrade |
2017-05-11 | Credit Suisse | Neutral | Outperform | Upgrade |
2017-05-04 | Keefe Bruyette & Woods | Market Perform | Outperform | Upgrade |
2016-10-14 | Keefe Bruyette & Woods | Market Perform | Maintains | |
2016-10-13 | Barclays | Equal-Weight | Maintains | |
2016-08-09 | Barclays | Equal-Weight | Maintains | |
2016-08-05 | Deutsche Bank | Hold | Maintains | |
2016-08-02 | Jefferies | Hold | Maintains | |
2016-07-28 | Citigroup | Neutral | Maintains | |
2016-06-16 | Deutsche Bank | Hold | Maintains | |
2016-04-28 | Keefe Bruyette & Woods | Outperform | Market Perform | Downgrade |
2016-04-05 | Deutsche Bank | Hold | Maintains | |
2016-04-05 | Barclays | Equal-Weight | Maintains | |
2016-03-11 | Deutsche Bank | Hold | Maintains | |
2016-03-04 | Barclays | Equal-Weight | Initiate | |
2016-02-17 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
2016-02-11 | UBS | Buy | Maintains | |
2016-02-09 | Deutsche Bank | Hold | Maintains | |
2016-01-21 | Oppenheimer | Outperform | Maintains | |
2016-01-19 | Deutsche Bank | Hold | Maintains | |
2016-01-13 | Keefe Bruyette & Woods | Outperform | Maintains | |
2016-01-04 | Credit Suisse | Outperform | Neutral | Downgrade |
2015-12-16 | Deutsche Bank | Buy | Hold | Downgrade |
2015-12-15 | Citigroup | Buy | Neutral | Downgrade |
2015-12-10 | Jefferies | Hold | Initiate | |
2015-12-08 | Bank of America | Buy | Neutral | Downgrade |
2015-11-23 | Deutsche Bank | Buy | Maintains | |
2015-10-07 | UBS | Buy | Maintains | |
2015-09-21 | JP Morgan | Overweight | Maintains | |
2015-09-09 | Deutsche Bank | Buy | Maintains | |
2015-08-11 | Goldman Sachs | Neutral | Initiate | |
2015-08-11 | Barclays | Equal-Weight | Maintains | |
2015-07-15 | Citigroup | Buy | Maintains | |
2015-07-10 | Deutsche Bank | Buy | Maintains | |
2015-05-08 | Deutsche Bank | Buy | Maintains | |
2015-04-30 | Deutsche Bank | Buy | Maintains | |
2015-04-30 | Barclays | Equal-Weight | Maintains | |
2015-04-30 | Citigroup | Buy | Maintains | |
2015-04-14 | Oppenheimer | Outperform | Maintains | |
2015-04-13 | Deutsche Bank | Buy | Maintains | |
2015-03-20 | JP Morgan | Overweight | Maintains | |
2015-03-06 | Deutsche Bank | Buy | Maintains | |
2015-03-06 | Bank of America | Neutral | Buy | Upgrade |
2015-02-18 | Citigroup | Neutral | Buy | Upgrade |
2015-02-12 | Deutsche Bank | Buy | Maintains | |
2015-02-12 | Keefe Bruyette & Woods | Outperform | Maintains | |
2015-01-13 | Barclays | Equal-Weight | Maintains | |
2014-12-12 | Deutsche Bank | Buy | Maintains | |
2014-12-04 | Barclays | Equal-Weight | Initiate | |
2014-10-30 | Keefe Bruyette & Woods | Outperform | Maintains | |
2014-10-30 | Citigroup | Neutral | Maintains | |
2014-10-30 | Deutsche Bank | Buy | Maintains | |
2014-10-30 | Bank of America | Buy | Neutral | Downgrade |
2014-10-14 | Keefe Bruyette & Woods | Outperform | Maintains | |
2014-10-14 | Deutsche Bank | Buy | Maintains | |
2014-10-08 | Citigroup | Neutral | Maintains | |
2014-07-09 | Citigroup | Buy | Neutral | Downgrade |
2014-06-16 | JP Morgan | Overweight | Maintains | |
2014-05-12 | Goldman Sachs | Buy | Neutral | Downgrade |
2014-05-01 | Oppenheimer | Outperform | Maintains | |
2014-05-01 | Citigroup | Buy | Maintains | |
2014-05-01 | Deutsche Bank | Buy | Maintains | |
2014-04-29 | JP Morgan | Overweight | Maintains | |
2014-04-10 | Citigroup | Buy | Maintains | |
2014-04-09 | Oppenheimer | Market Perform | Outperform | Downgrade |
2014-04-09 | Citigroup | Buy | Maintains | |
2014-03-26 | UBS | Neutral | Buy | Upgrade |
2014-02-20 | Citigroup | Neutral | Buy | Upgrade |
2014-01-29 | Deutsche Bank | Buy | Initiate | |
2013-11-14 | Goldman Sachs | Neutral | Buy | Upgrade |
2013-11-12 | Citigroup | Neutral | Maintains | |
2013-11-07 | BMO Capital | Market Perform | Maintains | |
2013-08-08 | Citigroup | Buy | Neutral | Downgrade |
2013-05-15 | Barclays | Equal-Weight | Maintains | |
2013-05-13 | UBS | Buy | Neutral | Downgrade |
2013-04-12 | JP Morgan | Overweight | Maintains | |
2013-04-03 | Bank of America | Neutral | Buy | Upgrade |
2013-02-25 | JP Morgan | Overweight | Maintains | |
2013-02-22 | BMO Capital | Market Perform | Maintains | |
2013-02-06 | Citigroup | Neutral | Buy | Upgrade |
2013-01-11 | BMO Capital | Market Perform | Initiate | |
2012-12-21 | JP Morgan | Overweight | Maintains | |
2012-12-12 | Bank of America | Neutral | Initiate | |
2012-11-09 | Nomura | Neutral | Maintains | |
2012-10-12 | Oppenheimer | Perform | Initiate | |
2012-10-08 | Citigroup | Buy | Neutral | Downgrade |
2012-07-24 | Barclays | Equal-Weight | Maintains | |
2025-01-03 | Wolfe Research | Peer Perform | Outperform | Upgrade |
2024-12-12 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
2024-10-10 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
2025-07-11 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
2025-04-09 | TD Cowen | Hold | Hold | Maintains |
2025-04-08 | Citigroup | Neutral | Neutral | Maintains |
2025-04-08 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
2024-08-06 | TD Cowen | Hold | Hold | Maintains |
2024-08-06 | Deutsche Bank | Buy | Buy | Maintains |
2024-08-06 | Barclays | Overweight | Overweight | Maintains |
2024-08-06 | Oppenheimer | Outperform | Outperform | Maintains |
2024-08-06 | JP Morgan | Overweight | Neutral | Downgrade |
2024-08-06 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
2025-01-13 | Barclays | Overweight | Overweight | Maintains |
2024-11-11 | Oppenheimer | Outperform | Outperform | Maintains |
2024-11-08 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
2024-11-08 | TD Cowen | Hold | Hold | Maintains |
2024-11-08 | Barclays | Overweight | Overweight | Maintains |
2024-07-22 | Barclays | Overweight | Overweight | Maintains |
2024-10-07 | Barclays | Overweight | Overweight | Maintains |
2024-09-12 | Wells Fargo | Equal-Weight | Initiate | |
2025-05-12 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
2024-08-27 | Redburn Atlantic | Buy | Initiate | |
2024-08-15 | Deutsche Bank | Buy | Buy | Maintains |
2024-12-09 | Barclays | Overweight | Overweight | Maintains |
2024-10-23 | JP Morgan | Neutral | Neutral | Maintains |
2024-10-22 | UBS | Neutral | Neutral | Maintains |
2024-10-16 | Oppenheimer | Outperform | Outperform | Maintains |
2024-10-14 | Evercore ISI Group | In-Line | In-Line | Maintains |
2024-10-09 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
2024-10-09 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
2025-02-12 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
2025-02-12 | Evercore ISI Group | In-Line | In-Line | Maintains |
2025-02-12 | Barclays | Overweight | Overweight | Maintains |
2025-04-08 | JMP Securities | Market Outperform | Market Outperform | Maintains |
2025-04-07 | Barclays | Overweight | Overweight | Maintains |
2025-04-04 | B of A Securities | Underperform | Underperform | Maintains |
2025-03-20 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
2025-03-19 | Oppenheimer | Outperform | Perform | Downgrade |
2025-08-13 | Jefferies | Hold | Hold | Maintains |
2025-04-14 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
2025-05-23 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
2025-05-09 | Barclays | Overweight | Overweight | Maintains |
2025-07-14 | JMP Securities | Market Outperform | Market Outperform | Maintains |
2025-07-14 | Barclays | Overweight | Overweight | Maintains |
2025-07-10 | Evercore ISI Group | In-Line | In-Line | Maintains |
2025-07-10 | Citigroup | Neutral | Buy | Upgrade |
2025-07-10 | Barclays | Overweight | Overweight | Maintains |
2025-08-14 | JMP Securities | Market Outperform | Market Outperform | Maintains |
2025-08-07 | Barclays | Overweight | Overweight | Maintains |